What to buy now with the ASX at a record high

Analysts think these shares could still rise strongly from current levels.

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Person pointing at an increasing blue graph which represents a rising share price.

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The Australian share market has climbed to a fresh record high this week, and for some investors, that raises a big question: what's worth buying when the market already feels expensive?

The answer isn't to sit on cash and wait. Historically, the ASX has hit many record highs, only to continue to climb higher and higher.

The key is to focus on ASX shares with strong fundamentals, long-term growth drivers, and resilience — companies that can keep compounding even if markets cool off.

With that in mind, here are two ASX stocks that analysts think could still have plenty of upside left in them:

NextDC Ltd (ASX: NXT)

The first ASX stock to look at is NextDC. It is riding the global surge in demand for cloud computing and data centres. With a nationwide network of Tier III and Tier IV facilities, and partnerships with over 750 IT and cloud service providers, it sits at the heart of Australia's digital economy.

The company is investing heavily in new facilities to meet soaring demand from hyperscalers and enterprise customers across Australia and the Asia-Pacific region.

The team at Morgans expects this to underpin strong earnings growth over the next decade.

As a result, its analysts recently put a buy rating and $18.80 price target on NextDC's shares. Based on its current share price, this implies potential upside of 30%+ from current levels.

WiseTech Global Ltd (ASX: WTC)

Another ASX stock that could be a buy while the market is at a record high is WiseTech Global.

This technology company continues to dominate the logistics software market with its flagship CargoWise platform, which is used by freight forwarders and logistics companies worldwide.

This best in class software simplifies and automates complex global supply chain operations. It integrates everything from customs compliance to warehouse management into a single platform, helping customers operate more efficiently across borders.

WiseTech Global has been growing at a rapid rate for many years and appears well-placed to continue this trend as delivers on its aim to become the operating system for global logistics.

UBS expects this to be the case. Its analysts see plenty of upside ahead for investors and recently put a buy rating and $145.00 price target on its shares. Based on its current share price, this suggests that they could rise by a sizeable 20% from where they trade today.

Motley Fool contributor James Mickleboro has positions in Nextdc and WiseTech Global. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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